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IN THIS ISSUE: 1. More Wealthy Households Have Multiple Advisors 2. 44% Fired Their Primary Financial Advisor 3. Top Reasons Wealthy Clients Use Professional Advisors 4. Why Multiple Advisors? 5. Multiple Advisors Not Just for the Rich 6. Managing Downside Risks Introduction Over the years, it’s...
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IN THIS ISSUE: 1. Passive vs. Active Management Revisited 2. Core Investments – Your Portfolio’s Foundation 3. Examples of Core Investments 4. The Columbus High-Yield Bond Program 5. The CHYB Trading Strategy 6. Performance Evaluation 7. Comparing Core Investments...
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IN THIS ISSUE: 1. Passive Buy-and-Hold Investment Strategies 2. Buy-and-Hold Advantages & Disadvantages 3. Basics of Active Investment Strategies 4. Active Strategies Advantages & Disadvantages Introduction I have written often about the differences between passive “buy-and-hold”...